SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$283M
3
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
4
Piershale Financial Group
Illinois
$36.9M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$94.5M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
CAM
3
Cresset Asset Management
Illinois
$39M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
5
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
76
Jaffetilchin Investment Partners
Florida
$20.6M +$697K +56,460 +4%
Wells Fargo
77
Wells Fargo
California
$20M +$4.46M +361,476 +29%
ACWM
78
Adams Chetwood Wealth Management
North Carolina
$19.4M +$40K +3,240 +0.2%
AP
79
Appleton Partners
Massachusetts
$19.3M +$216K +17,466 +1%
PAG
80
Pinnacle Advisory Group
Maryland
$19.1M +$140K +11,310 +0.7%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$18.9M -$882K -71,406 -4%
MWP
82
Meridian Wealth Partners
Pennsylvania
$18.4M -$73.1K -5,922 -0.4%
SJIM
83
St. Johns Investment Management
Florida
$18.3M +$540K +43,752 +3%
BA
84
Bristlecone Advisors
Washington
$18.3M -$810K -65,580 -4%
FFN
85
Focus Financial Network
Minnesota
$18M -$487K -39,414 -3%
LIM
86
Leavell Investment Management
Alabama
$17.8M -$293K -23,706 -2%
K
87
Kemper
Illinois
$17.7M – – –
CFIA
88
Cantor Fitzgerald Investment Advisors
New York
$17.7M -$268K -21,666 -1%
SWA
89
Sutton Wealth Advisors
Florida
$17.5M +$395K +31,998 +2%
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M +$122K +9,900 +0.7%
VAS
91
Valicenti Advisory Services
New York
$16.9M -$519 -42 -0%
AIP
92
Almanack Investment Partners
Pennsylvania
$16.9M -$14.2M -1,152,816 -46%
GC
93
Gratus Capital
Georgia
$16.5M +$16.2M +1,315,734 +5,469%
CWM
94
Cabot Wealth Management
Massachusetts
$16.4M -$2.05M -165,858 -11%
AFS
95
Access Financial Services
Minnesota
$15.9M -$2.08K -168 -0%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$15.8M +$528K +42,738 +3%
CCA
97
Cobblestone Capital Advisors
New York
$15.7M -$221K -17,910 -1%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$14.9M -$4.25M -344,262 -22%
DBRC
99
D.B. Root & Company
Pennsylvania
$14.9M -$393K -31,818 -3%
CCA
100
Clearwater Capital Advisors
Illinois
$14.6M -$8.98M -727,254 -38%
2 3
4
5 6